Retirement 101

A free two and a half-hour, intensive, hands-on retirement financial planning class


How to retire with confidence!

Join us for a complimentary two and a half-hour retirement financial planning course on how to plan your retirement using proven strategies.

RETIREMENT FINANCIAL PLANNING 101 SYLLABUS

I. Filling the Gaps In Retirement

  • Gaps = “Income Problems”
  • Health Care Options for Early Retirees
  • Long Term Care
  • What Happens After You Are Gone?
  • Tax Analysis

II. Income Planning

  • Inflation
  • Market Volatility
  • Losses Hurt You More Than Gains Help You
  • Conflicts of Interest
  • Fee-Based Fiduciaries
  • What’s Your Income Stream?
  • What Does Your Pensions Look Like?
  • Social Security
  • Accumulation Phase
  • Distribution Phase
  • Retirement Income Myth

III. Case Studies

Your instructor will take you through a series of 5 case studies using anonymous data from existing client cases.

Attend a Class

There is no cost to attend the course, but you must register.

The goal of this class is to give you the tools you need to put together a written retirement financial plan that will help to guide you to and through retirement. Those who attend one of our classes have the opportunity for a free, no-obligation, in-depth retirement plan.

Classes are from 6:00pm-8:30pm

Let's Get Started

Let's schedule a discovery call.

We offer a complimentary "Get Acquainted" meeting to describe our services to see if our services are right for you.

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